Civic Intelligence

Roseville Public Library Endowment Trust

990EZ • Fiscal year 2016 • EIN 74-3214605

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileN/A
29777 Gratiot AveRoseville, MI 48066

(586) 447-4550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,348

Up $246 (+0.5%) from 2015

Net Assets

Up

$48,348

Up $246 (+0.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$1,205

Down $3,180 (-73%) from 2015

Expenses

Down

$558

Down $67 (-11%) from 2015

Net Income

Down

$647

Down $3,113 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $29,819Net Assets 2011: $29,8192011Assets 2012: $39,544Net Assets 2012: $39,5442012Assets 2014: $45,793Net Assets 2014: $45,7932014Assets 2015: $48,102Net Assets 2015: $48,1022015Assets 2016: $48,348Net Assets 2016: $48,3482016

Highlighted filing

2016

Assets$48,348
Liabilities-
Net Assets$48,348
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0Revenue 2011: $4,171Expenses 2011: $444Net Income 2011: $3,7272011Revenue 2012: $11,353Expenses 2012: $576Net Income 2012: $10,7772012Revenue 2014: $2,897Expenses 2014: $700Net Income 2014: $2,1972014Revenue 2015: $4,385Expenses 2015: $625Net Income 2015: $3,7602015Revenue 2016: $1,205Expenses 2016: $558Net Income 2016: $6472016

Highlighted filing

2016

Revenue$1,205
Expenses$558
Net Income$647
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$47,513
Mission and Program Overview

Mission

Our mission is to receive, hold, invest and apply donations of money, personal property and real property for the purpose of the roseville public library. All donations shall form the corpus of the trust

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAD VARIOUS FUNDRAISERS TO RAISE FUNDS FOR THE FOUNDATION. WITH THE FUNDRAISER, BROUGHT INCREASED EXPOSURE TO THE WORK THE FOUNDATION WISHES TO ACHIEVE-$143
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLENE VAN MARCKEChairmanPT$0--
PATRICIA CHOWNYKTrusteePT$0--
CARA TONNSecretaryPT$0--
PHYLLIS RENEAUVice ChairPT$0--
ANASTASIA PSIMADASTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Roseville Public Library Endowment Trust
EIN
74-3214605
Phone
5864474550
Address
29777 GRATIOT AVE, ROSEVILLE, MI 48066

Signing Officer

Name
Jacalynn Harvey
Title
Treasurer
Phone
5864474550
Signed
2017-05-05

Preparer

Firm
Zoia & Associates
Address
20447 MACK AVE, GROSSE POINTE WOODS, MI 48236
Preparer
Anthony Zoia
Phone
3136408518
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“LICENSE 15.”

Form 990EZ, Part I, Line 20

“Unrealized market value loss -401.”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JACALYNN HARVEY
IRS990EZ/BooksInCareOfDetail/PhoneNum05864474550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029777 GRATIOT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0480662179
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048102
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047513
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0739
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048102
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLENE VAN MARCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA CHOWNYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARA TONN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHYLLIS RENEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANASTASIA PSIMADAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-401
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO RECEIVE, HOLD, INVEST AND APPLY DONATIONS OF MONEY, PERSONAL PROPERTY AND REAL PROPERTY FOR THE PURPOSE OF THE ROSEVILLE PUBLIC LIBRARY. ALL DONATIONS SHALL FORM THE CORPUS OF THE TRUST
IRS990EZ/PrintingPublicationsPostageAmt0143
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAD VARIOUS FUNDRAISERS TO RAISE FUNDS FOR THE FOUNDATION. WITH THE FUNDRAISER, BROUGHT INCREASED EXPOSURE TO THE WORK THE FOUNDATION WISHES TO ACHIEVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt044114
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0558
IRS990EZ/TotalProgramServiceExpensesAmt0143
IRS990EZ/TotalRevenueAmt01205
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01777
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02414
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09041
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.47930
IRS990ScheduleA/PublicSupportTotal170Amt09406
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09406
IRS990ScheduleA/TotalSupportAmt018447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LICENSE 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED MARKET VALUE LOSS -401.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACALYNN HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05864474550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSEVILLE PUBLIC LIBRARY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0743214605
ReturnHeader/Filer/PhoneNum05864474550
ReturnHeader/Filer/USAddress/AddressLine1Txt029777 GRATIOT AVE
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.243.203.32
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:36:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZOIA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020447 MACK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROSSE POINTE WOODS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum03136408518
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY ZOIA
ReturnHeader/ReturnTs02017-05-12T06:36:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,348
Liabilities
-
Net assets
$48,348
Revenue
$1,205
Expenses
$558
Net income
$647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$48.3$48.3$1.21$0.56$0.65
2015Detailed filing. Detailed filing data is available for this year.$48.1$48.1$4.39$0.63$3.76
2014Detailed filing. Detailed filing data is available for this year.$45.8$45.8$2.90$0.70$2.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$39.5$11.4$0.58$10.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$29.8$4.17$0.44$3.73